Stretching into savings

Learn how to develop a budget and set savings goals while on a low income.

Time frame: 60 min

LEARNING OBJECTIVES FOR PARTICIPANTS:

  • defining saving and learning to set saving goals
  • learn to create a budget to help develop a savings plan
  • realize that saving and a reduction in spending often go together to achieve success
  • how to invest savings to achieve savings goals.

OUTLINE:

  • how to save 
  • setting savings goals 
  • making a budget 
  • ways to save 
  • pay yourself first 
  • investing your savings 
  • resources
  • Q & A 

QUESTIONS?

For answers to your questions, please email us.

WANT A SESSION IN YOUR AREA? 

We will provide a CPA volunteer to lead the session with a prepared presentation, activities, handouts and worksheets. Note: If more than one session is needed, please fill out a second form and submit. 

Request guidelines: 

  1. 12 weeks’ notice needed to setup a session. 
  2. Requests must be submitted by the request deadline.
  3. If more than five sessions are needed, please contact us directly.

For more information, visit setting up a financial literacy session.

REQUEST A SESSION

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